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Disclosery

Zhang Financial LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on IVV, newest first. How the timeline and the estimate are built.

Zhang Financial LLC held 25,602 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,602 shares
    Change vs previous 13F -2,276 shares

    0.56% of the 13F portfolio, value $19,173,262.

    13F-HR 0001776290-26-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,878 shares
    Change vs previous 13F +2,216 shares

    0.63% of the 13F portfolio, value $18,210,470.

    13F-HR 0001776290-26-000004 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,662 shares
    Change vs previous 13F -874 shares

    0.66% of the 13F portfolio, value $17,576,860.

    13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,536 shares
    Change vs previous 13F -97 shares

    0.72% of the 13F portfolio, value $17,760,730.

    13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,633 shares
    Change vs previous 13F +1,521 shares

    0.76% of the 13F portfolio, value $16,536,153.

    13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,112 shares
    Change vs previous 13F +855 shares

    0.75% of the 13F portfolio, value $14,110,796.

    13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,257 shares
    Change vs previous 13F +3,091 shares

    0.82% of the 13F portfolio, value $14,279,611.

    13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,166 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $12,208,743.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).